May 3, 2021 The markets continue their upward trend, supported by accommodative fiscal policy from the Federal Reserve, strong gross domestic product (GDP) numbers and solid earnings reports. As President Biden celebrated his 100th day in office to close the month, the traditional favorable equity market performance during the so-called “honeymoon” phase continued, with the…

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Sherry Holley Q1 2021 Market Update

First Quarter Market Update The first quarter of 2021 witnessed a boost for the economy as the continued expansion of the vaccine rollout and the passage of the almost $2 trillion stimulus bill was reflected in rising gross domestic product (GDP) estimates, a further move up in equity prices, and a steady rise in interest…

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April 1, 2021 Investors may have been hoping for March to go out like a lamb, but it seems the month simply marched on. The big news came with the passage of the latest stimulus bill, which injected trillions into the economy, and the release of the Ever Given, a giant container ship that had…

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March 2, 2021 Though the shortest month, February was long on optimism. Vaccinations increased in pace, and market consensus seems to be coalescing more around the idea of a strong economic rebound this year. Continuing accommodative policy from the Federal Reserve (the Fed) and the expectation that Washington will produce another round of fiscal stimulus…

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February 1, 2021 February begins with a stack of important economic scorecards. Among them are the last of the fourth-quarter corporate earnings reports, last week’s assessment of the 2020 gross domestic product (GDP), unemployment figures, consumer spending, as well as all the other regular reports that give us a snapshot of our recent economic history.…

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February 1, 2021 It’s been a somewhat volatile week for the equity markets, and we wanted to offer some perspective on what’s happening for our valued clients. Last week’s selloff was the largest in three months for the three major U.S. stock indices – the S&P 500, the Dow Jones Industrial Average and the NASDAQ.…

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        Investing involves risk, and investors may incur a profit or a loss. All expressions of opinion reflect the judgment of the Raymond James Chief Investment Office and are subject to change. There is no assurance the trends mentioned will continue or that the forecasts discussed will be realized. Past performance may…

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January 4, 2021 While we know the turning of the digit from 0 to 1 didn’t change the alignment of the universe, December’s developments make it easier to approach the new year with a feeling of new possibilities. Vaccines are being distributed, the major market indices show between modest and stellar growth and some of…

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December 1, 2020 As we know, there is nothing inherently unique about big number milestones, but nonetheless, seeing the Dow Jones Industrial Average close over 30,000 for the first time certainly feels special – especially considering the year we’ve experienced. The difficulties facing the economy and the markets shouldn’t be understated, but through November the…

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November 25, 2020 For the 2021 tax year, individual investors can contribute up to $6,000 to either a traditional or Roth IRA. If you’re age 50 or older, you can contribute an extra $1,000. I wanted to remind you so you can take full advantage of your ability to save toward retirement. Contributing as much…

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